1834 Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

1834 Investment Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-718	Closed	-$52K	–	457
2022 Q2	$52K	Sell	718 -653	-48%	-$49K	0.01%	264
2022 Q1	$104K	Buy	1,371 +560	+69%	+$42.2K	0.01%	213
2021 Q4	$63K	Sell	811 -171	-17%	-$12.4K	0.01%	254
2021 Q3	$68K	Sell	982 -1	-0.1%	-$71	0.01%	256
2021 Q2	$69K	Buy	983 +265	+37%	+$18.6K	0.01%	252
2021 Q1	$49K	Sell	718 -418	-37%	-$27.5K	0.01%	267
2020 Q4	$77K	Hold	1,136	–	–	0.01%	243
2020 Q3	$73K	Sell	1,136 -330	-23%	-$20.8K	0.01%	241
2020 Q2	$86K	Sell	1,466 -554	-27%	-$32.3K	0.01%	221
2020 Q1	$110K	Buy	2,020 +384	+23%	+$23.3K	0.02%	214
2019 Q4	$103K	Sell	1,636 -332	-17%	-$20.5K	0.02%	239
2019 Q3	$121K	Buy	1,968 +66	+3%	+$3.97K	0.02%	229
2019 Q2	$110K	Buy	1,902 +1,132	+147%	+$64.8K	0.02%	229
2019 Q1	$43K	Sell	770 -902	-54%	-$48.2K	0.01%	289
2018 Q4	$85K	Buy	1,672 +196	+13%	+$10.6K	0.01%	230
2018 Q3	$80K	Buy	1,476 +660	+81%	+$35.4K	0.01%	247
2018 Q2	$42K	Hold	816	–	–	0.01%	287
2018 Q1	$43K	Hold	816	–	–	0.01%	288
2017 Q4	$46K	Buy	+816	New	+$44.8K	0.01%	295

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1834 Investment Advisors's XLP Position: Q3 2022 in Review

1834 Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022, closing a stake of 718 shares — an estimated $52K sold.

1834 Investment Advisors first reported a position in XLP in Q4 2017 and held it in 19 quarters. The position peaked at $121K in Q3 2019. 1,035 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

1834 Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 718 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $52K.
1834 Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $121K in Q3 2019.
1,035 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.